Zuydam Konsult

Zuydam Konsult Accountants Bellville

retirement fund

Retirement planning – Distributing retirement fund death benefits

Allocating death benefits, and determining appropriate methods of payment Once the board of trustees has determined the beneficiaries and is satisfied that its proposed allocation is fair and equitable, the beneficiaries must elect how they would like to receive the death benefit. The final duty of the trustees is to determine the most appropriate manner …

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